Mainsail Wealth Advisors
Financial Services • 
Ware, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | 6641 Main Street, GLOUCESTER, Virginia 23061, US |
| Phone number | +18046935500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
Key Contact at Mainsail Wealth Advisors
Randi Zahm
Director Of Operations
Mainsail Wealth Advisors Email Formats
Mainsail Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@mainsailwealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@mainsailwealthadvisors.com | 100% |
About Mainsail Wealth Advisors
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
Mainsail Wealth Advisors revenue & valuation
| Annual revenue | $18,100,000 |
| Revenue per employee | $1,644,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $57,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Mainsail Wealth Advisors has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Mainsail Wealth Advisors has never raised funding before.
Mainsail Wealth Advisors Tech Stack
Discover the technologies and tools that power Mainsail Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Programming languages
Security
RUM
JavaScript frameworks
UI frameworks
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Security
Web servers
JavaScript libraries
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Miscellaneous
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SpainFrequently asked questions
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